Watershed Private Wealth’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Watershed Private Wealth’s Portfolio LQD Stock Details LQD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,150	Closed	-$243K	–	115
2024 Q3	$243K	Sell	2,150 -1,822	-46%	-$202K	0.1%	99
2024 Q2	$425K	Sell	3,972 -2,572	-39%	-$274K	0.18%	82
2024 Q1	$713K	Sell	6,544 -36,878	-85%	-$4.01M	0.32%	60
2023 Q4	$4.8M	Buy	43,422 +769	+2%	+$80.1K	2.66%	6
2023 Q3	$4.35M	Sell	42,653 -58	-0.1%	-$6.12K	2.68%	7
2023 Q2	$4.62M	Buy	42,711 +568	+1%	+$61.4K	2.8%	8
2023 Q1	$4.62M	Sell	42,143 -441	-1%	-$47.8K	3.12%	5
2022 Q4	$4.49M	Buy	+42,584	New	+$4.46M	3.41%	5

Other funds holding LQD

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Watershed Private Wealth's LQD Position: Q4 2024 in Review

Watershed Private Wealth sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2024, closing a stake of 2,150 shares — an estimated $243K sold.

Watershed Private Wealth first reported a position in LQD in Q4 2022 and held it in 8 quarters. The position peaked at $4.8M in Q4 2023. 1,082 funds tracked by Wall St. Rank hold LQD as of Q4 2024.

Watershed Private Wealth reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Watershed Private Wealth sold 2,150 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $243K.
Watershed Private Wealth first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2022 and held it in 8 quarters.
Watershed Private Wealth's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $4.8M in Q4 2023.
1,082 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Watershed Private Wealth's 13F filing for Q4 2024, filed 22 Jan 2025.